Invoicing FAQs
Q: Should I use the invoicing feature in Luminello if I'm new to the platform?
A: Whether or not you should use the invoicing feature depends on the specific needs of your practice. If your practice does not accept insurance and your patients or clients will be paying through the portal, you may not need to use the invoicing feature. However, if you do accept insurance for some or all of your patients or if your practice has a policy of billing for certain sessions but not all at the same time, or if you would like to take advantage of features like auto-pay or auto-reminders, then using the invoicing feature may be beneficial.
Q: If I don't accept insurance, can I continue to use superbills instead of invoicing?
A: Yes, you can still use superbills if you don't accept insurance. However, if you want to utilize specific features that are unique to invoicing, then you may consider using the invoicing feature.
Q: If I don’t accept insurance, what are the advantages of using the invoicing feature?
A: The invoicing feature offers several benefits that may be useful for your practice, even if you don't accept insurance. These include the ability to invoice automatically, set up auto-payments, send auto-reminders to patients, and provide a portal where patients can view and pay all their invoices at once. If these features align with the needs of your practice, using the invoicing feature can be advantageous.
Q: If I accept insurance, is it necessary for me to use the invoicing feature?
A: If you accept insurance, it is highly recommended to use the invoicing feature, although it is not mandatory. The decision ultimately lies with you. You can find helpful recommendations on how to utilize this feature for your upcoming session where insurance billing will take place here.
Q: How do I use invoicing for new insurance claims?
A: You have the flexibility to add transactions to invoices either before or after submitting them to insurance, and vice versa. Additionally, when multiple transactions are submitted to insurance collectively, they are automatically included in the same invoice. Once ApexEDI returns payment information, you can apply the payment transaction to the corresponding invoice. Step-by-step instructions can be found here.
Q: How do I use invoicing for old insurance claims?
A: If one or more claims have already been invoiced and payment has been received by ApexEDI, you have the option to include as many of those transactions as you desire in a single invoice.
Q: How do I use invoicing for pending insurance claims?
A: To handle pending claims, you can easily select all the pending claims and generate one or more invoices. Once payment is received by ApexEDI, you can apply it to the invoice containing those transactions. Detailed instructions can be found here.
Q: What happens to the invoice when payment information is returned by ApexEDI?
A: When payment information is received from ApexEDI, the payment must be manually applied to the respective invoice. We are working on automating this process, but for now, you can follow step-by-step instructions available here.
If you have any questions, please contact us.